See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,024 | $101,724-99.0% | $164,813-99.4% | $80,856-98.7% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.4pp |
| Annual return | 14.39% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,265 | $2,953-57.2% | $4,341-70.9% | $2,755-54.1% |
| Participant deferral / active EE | $8,778 | $4,477+96.1% | $6,031+45.5% | $4,296+104.3% |
| Admin fee / account holder | $258,050 | $8,227+3036.5% | $12,690+1933.5% | $6,918+3630.1% |